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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,804 | $102,385+62.9% | $147,080+13.4% | $80,935+106.1% |
| Participation rate | 82.9% | 75.9%+7.0pp | 82.2%+0.7pp | 67.7%+15.2pp |
| Annual return | 14.70% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $4,470 | $3,717+20.3% | $4,933-9.4% | $2,757+62.1% |
| Participant deferral / active EE | $10,877 | $6,651+63.5% | $8,066+34.8% | $4,299+153.0% |
| Admin fee / account holder | $20,868 | $7,951+162.4% | $12,989+60.7% | $6,924+201.4% |